Privacy and your data

What we store

• Your account email address.
• The business profile you enter, including contact details you choose to give.
• Your questionnaire answers, and a frozen copy of them at the moment you submit.
• The report that was generated, with the questionnaire and model versions used.
• A record of each consent you gave, including the exact wording you agreed to.

Who can see it

While an audit is a draft, only you can see it. Once you submit, the Family Inheritance Solutions LLC DBA Go Fund Your Life® advisory team can also read it so they can help. Advisors keep private notes that you never see, and you keep an action plan that they can read. No one outside the advisory team has access.

What we do not do automatically

Submitting an audit does not book a meeting, send your details to an insurer, or create a policy application. If you ask for a review, we record that request — a person then follows up. Nothing is shared with an agency management system unless that integration is switched on and you have been told about it.

The consents we ask for

• I understand this is an educational, self-reported screening. It is not a coverage determination or a complete identification of all risks. I have reviewed the privacy notice.

  Required to continue

• Send me occasional business risk education and marketing emails from Go Fund Your Life.

  Optional

• I would like an advisor to contact me about this assessment.

  Optional

Deleting your data

You can ask us to delete your account and everything attached to it. Email nsimpson@gofundyourlife.com from the address on your account and we will confirm once it is done. A submitted report is deliberately immutable, so the way to remove one is deletion rather than editing.